+740.0%
VTV vs NDAQ
+4,549.2%
-3,809.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | +2.9% | +1.3% | +1.7% | +2.5% |
| 30D | +3.8% | +18.0% | -14.2% | -1.6% |
| 3M | +1.6% | +11.5% | -10.0% | -2.1% |
| 6M | +11.2% | +21.1% | -9.9% | +4.0% |
| YTD | +22.0% | +12.8% | +9.2% | +15.9% |
| 1Y | +24.9% | +25.7% | -0.8% | +14.6% |
| 3Y | +78.5% | +116.8% | -38.3% | +36.6% |
| 5Y | +77.8% | +67.3% | +10.5% | +45.7% |
| 10Y | +231.1% | +473.3% | -242.3% | +84.6% |
| All | +740.0% | +4,549.2% | -3,809.2% | +219.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NDAQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling